All ideas

The Export feature only reports some fields, not all fields that are available on the dashboard. The Cancellation Type (non-billable vs billable) did not export into a report for a customer and they panicked and though all cancellations in the rep...

The last external tracker the Customer Care Team has is the virtual school tracker: https://docs.google.com/spreadsheets/d/1gIGJvS_PEw5Rbr8q93Zy8IOOztAiVWVb/edit?gid=1112889596#gid=1112889596 Students for these schools are confirmed individually, ...

Schools often don't enter the frequency and duration of sessions for every student or this information isn't known yet since the student needs to be accessed. It would be helpful if Monarch reminded practitioners to enter this information. What if...

Scheduling is a pain point for startups. Schools need the practitioner schedule, practitioners need to know who fits where and the schools scheduled. If we provide a place for them to share this information, rather then via emails and meetings, it...

All billing entries which are exported from Monarch then are paid on monthly basis. However, these billing entries paid are stored in our Excel templates which are used to pay practitioners every month and every year. Due to large volume of billin...

The “Therapy Delivery Method” field in the school accounts was originally created for COVID closures and track how TinyEYE would support individual schools during the closures in March 2020. The team has asked for a way to show the Therapy Locatio...

I had a practitioner reach out stating that 2 SLPs are subbing for one of her schools near the end of November. Both subbing practitioners are already linked to the school account, but I don't know if this is a temporary link for an earlier subbin...

Often we accidentally create duplicate school or eHelper or student accounts and Monarch does not catch this. One the error is made, the only option is to deactivate the account. To allow quicker clean up an merge, if when selecting deactivate we ...

Idea: Some customers (such as American Samoa) have policies that require pausing a student’s services if they no-show a certain number of sessions in a row. Currently, practitioners are manually tracking this, which is inefficient and inconsistent...

Therapists on team could self-identify as available to serve and set up their own hours/profile. Prospective customers could go through a similar consent process to what was active on the previous website, and pay for services through Paypal, whic...